Beacon Accounting Solutions
How it works
Select your service
Identify the services that you need or schedule a consult if you would like to have custo package developed for you. We are here to provide as much or as little as you need.
Setup your Client Portal
We use Google Drive as our main Client Portal for secure documentation collection and communications.You will receive an access link to sign up once you decide to proceed.
Sign Engagement Letter
Through your client portal, you will be able to see your engagement letter, sign, and submit payment on any invoices
Respond to Data Requests
The final step would be responding to data requests, which may include items such as tax documents, or system access. We send a Getting Started Guide to help you with this part.
Schedule a Consultation with Beacon Accounting Solutions
Ready to explore how Beacon Accounting Solutions can illuminate your financial path to success? We offer complimentary consultations to discuss your financial needs, business goals, and how our services can benefit you.